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A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

Aging Plans Annalee Kruger

Learn how to avoid a tragedy by putting together your aging plan. Learn the seven steps that can make a huge impact in an elderly person’s journey. And, learn how ...to avoid caregiver’s burnout—which happens when we are thrown into caring for parents without a plan!

Elders and adult children want similar things, an aging plan can help deliver them. Adult children want:
• Elders to be safe and happy
• Elders to have the best quality of life and best care possible
• Just be son/daughter vs. care coordinator
Aging and elderly people want to age in place and not be a burden on their kids. With proper planning, everyone can have what they are looking for!

Recorded March, 2024.
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
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